Financial Advisor (CFA or CFP)
Contractor
remote
Required Skills
financial planning
budgeting
retirement planning
debt management
risk management
cfp certification
compliance
written communication
verbal communication
client relationship management
financial problem-solving
fiduciary standard
holistic financial coaching
mentoring
workflow/process development
About micro1
micro1 is a data engine that helps AI labs train foundational models and enterprises build AI agents. We provide frontier evaluations and reinforcement learning environments used to improve LLM capabilities, as well as contextual evaluations used to monitor and improve AI agents in enterprise settings. Our data engine includes an AI recruiter agent that sources and vets domain experts, a data platform that enables rapid production of high-quality training data, and a pipeline performance system that ensures both quality and velocity.
Our goal is to have 1 billion people doing meaningful work by contributing their expertise to the development of frontier AI models. We’ve raised $40M+ in funding, and our AI recruiter has powered more than 1 million AI-led interviews as our global network of experts expands to form the human intelligence layer for AGI.
Job Summary:
Join our customer’s team as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help shape the future of AI-assisted financial planning. In this impactful role, you’ll leverage your expertise with mainstream American households to review real-world client scenarios, evaluate AI-generated guidance, and offer actionable feedback to ensure technology truly serves both advisors and clients. You’ll collaborate asynchronously with a leading AI lab, focusing on practical, empathetic advice for everyday people navigating budgeting, debt, saving, retirement planning, and basic investing decisions.
Key Responsibilities:
- Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
- Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
- Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
- Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
- Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
- Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
- Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.
Required Skills and Qualifications:
- Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
- Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
- CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
- Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
- Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
- Experience mentoring others, developing workflows, or standardizing planning processes.
- Comfort working asynchronously and independently in a remote setting.
Preferred Qualifications:
- Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
- Background designing or improving standardized planning processes or digital advisory journeys.
- Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.